Stifel: EOG, CXO, XEC and PXD are top 4 picks

[dan_s]

Stifel thinks now is a good time to add high quality large-caps to your portfolio.

http://247wallst.com/energy-business/20 ... right-now/

Stifel energy sector analysts send me their energy sector analysis each day.

[Laurin_DE]

Dan,
considering that most tax loss selling is still ahead of us, I wonder whether we will not see further disconnect between the price of oil and gas and that of oil&gas stocks.
so regardless of current valuations, I wonder whether it is not yet too early for buying (back) into the sector.

L.

[dan_s]

I am terrible at market timing. What an when you buy is totally up to you. I do think the fundamentals (supply/demand) point to higher oil and gas prices heading into year-end.